Burke & Herbert Financial Services Corp. (BHRB) — Institutional Holders, Q2 2026
208 institutional investment managers reported a BHRB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $642.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BHRB in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- ALLIANCEBERNSTEIN L.P.Added · +279,972 sh+$20.1M
- BlackRockAdded · +235,661 sh+$16.9M
- VANGUARD CAPITAL MANAGEMENTAdded · +187,914 sh+$13.5M
- ENDEAVOUR CAPITAL ADVISORSAdded · +153,987 sh+$11.1M
- STATE STREETAdded · +153,679 sh+$11.0M
Biggest sellers
- EVERMAY WEALTH MANAGEMENTSold out · -185,765 sh-$13.3M
- FourthstoneTrimmed · -162,173 sh-$11.7M
- MERCER GLOBAL ADVISORSTrimmed · -22,085 sh-$1.6M
- JANE STREET GROUPSold out · -21,378 sh-$1.5M
- LSV ASSET MANAGEMENTTrimmed · -19,000 sh-$1.4M
BHRB 13F holders ranked 1–100 of 208
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 1,218,420 sh | 1,218,420 | $87.6M | <0.01% | +24.0% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 750,129 sh | 750,129 | $53.9M | <0.01% | +33.4% |
| 3 | STATE STREET#3 · 557,547 sh | 557,547 | $40.1M | <0.01% | +38.1% |
| 4 | AMERICAN CENTURY COMPANIES#4 · 489,212 sh | 489,212 | $35.2M | 0.02% | +42.8% |
| 5 | GEODE CAPITAL MANAGEMENT#5 · 462,137 sh | 462,137 | $33.2M | <0.01% | +21.7% |
| 6 | ENDEAVOUR CAPITAL ADVISORS#6 · 459,176 sh | 459,176 | $33.0M | 6.77% | +50.5% |
| 7 | DIMENSIONAL FUND ADVISORS#7 · 452,257 sh | 452,257 | $32.5M | <0.01% | +22.9% |
| 8 | ALLIANCEBERNSTEIN L.P.#8 · 325,388 sh | 325,388 | $20.3M | <0.01% | +616.5% |
| 9 | HUTCHINSON CAPITAL MANAGEMENT#9 · 259,080 sh | 259,080 | $18.6M | 3.19% | +0.4% |
| 10 | BURKE & HERBERT BANK#10 · 217,742 sh | 217,742 | $15.6M | 3.88% | -1.8% |
| 11 | GOLDMAN SACHS GROUP#11 · 172,880 sh | 172,880 | $12.4M | <0.01% | -5.6% |
| 12 | NORTHERN#12 · 151,090 sh | 151,090 | $10.9M | <0.01% | +27.3% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT#13 · 146,645 sh | 146,645 | $10.5M | <0.01% | +9.5% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT#14 · 138,438 sh | 138,438 | $9.9M | <0.01% | +25.6% |
| 15 | CITADEL ADVISORS#15 · 125,036 sh | 125,036 | $9.0M | <0.01% | +1274.6% |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT#16 · 116,041 sh | 116,041 | $8.3M | 0.15% | +12.8% |
| 17 | VANGUARD FIDUCIARY#17 · 111,057 sh | 111,057 | $8.0M | <0.01% | +29.9% |
| 18 | Bank of New York Mellon#18 · 105,134 sh | 105,134 | $7.6M | <0.01% | +19.3% |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#19 · 104,444 sh | 104,444 | $7.5M | 0.02% | +2.8% |
| 20 | TWO SIGMA INVESTMENTS#20 · 96,630 sh | 96,630 | $6.9M | <0.01% | +104.4% |
| 21 | MORGAN STANLEY#21 · 85,977 sh | 85,977 | $6.2M | <0.01% | -16.4% |
| 22 | Fourthstone#22 · 84,248 sh | 84,248 | $6.1M | 4.37% | -65.8% |
| 23 | JPMORGAN CHASE#23 · 84,287 sh | 84,287 | $6.1M | <0.01% | +119.2% |
| 24 | CSM Advisors#24 · 82,740 sh | 82,740 | $5.9M | 0.13% | New |
| 25 | BANC FUNDS#25 · 82,374 sh | 82,374 | $5.9M | 0.98% | New |
| 26 | Verdence Capital Advisors#26 · 78,746 sh | 78,746 | $5.7M | — | 0.0% |
| 27 | Empowered Funds#27 · 71,532 sh | 71,532 | $5.1M | 0.03% | +6.3% |
| 28 | JUPITER ASSET MANAGEMENT LTD#28 · 64,238 sh | 64,238 | $4.6M | 0.02% | New |
| 29 | Stieven Capital Advisors, L.P.#29 · 63,940 sh | 63,940 | $4.6M | 0.88% | New |
| 30 | AQR CAPITAL MANAGEMENT#30 · 63,604 sh | 63,604 | $4.6M | <0.01% | +10.8% |
| 31 | Numerai GP#31 · 55,003 sh | 55,003 | $4.0M | 0.32% | New |
| 32 | ROYCE & ASSOCIATES#32 · 54,973 sh | 54,973 | $4.0M | 0.03% | -7.0% |
| 33 | BNP PARIBAS FINANCIAL MARKETS#33 · 52,416 sh | 52,416 | $3.8M | <0.01% | +36.6% |
| 34 | UBS Group AG#34 · 47,336 sh | 47,336 | $3.4M | <0.01% | +7.2% |
| 35 | Pinnacle#35 · 43,156 sh | 43,156 | $3.1M | 0.96% | -0.2% |
| 36 | SEGALL BRYANT & HAMILL#36 · 42,189 sh | 42,189 | $3.0M | 0.04% | New |
| 37 | Nuveen#37 · 39,512 sh | 39,512 | $2.8M | <0.01% | +82.8% |
| 38 | HRT FINANCIAL#38 · 38,922 sh | 38,922 | $2.8M | <0.01% | New |
| 39 | BANK OF AMERICA#39 · 37,570 sh | 37,570 | $2.7M | <0.01% | +16.7% |
| 40 | Voleon Capital Management#40 · 37,464 sh | 37,464 | $2.7M | 0.05% | +236.5% |
| 41 | Russell Investments Group, Ltd.#41 · 35,003 sh | 35,003 | $2.5M | <0.01% | +29.1% |
| 42 | Swiss National Bank#42 · 33,300 sh | 33,300 | $2.4M | <0.01% | +25.2% |
| 43 | XTX Topco Ltd#43 · 32,737 sh | 32,737 | $2.4M | 0.03% | +156.8% |
| 44 | Kestra Advisory Services#44 · 31,620 sh | 31,620 | $2.3M | <0.01% | New |
| 45 | WELLS FARGO & COMPANY#45 · 27,658 sh | 27,658 | $2.0M | <0.01% | +39.7% |
| 46 | D. E. Shaw#46 · 26,599 sh | 26,599 | $1.9M | <0.01% | +43.0% |
| 47 | LSV ASSET MANAGEMENT#47 · 26,200 sh | 26,200 | $1.9M | <0.01% | -42.0% |
| 48 | Qube Research & Technologies Ltd#48 · 26,047 sh | 26,047 | $1.9M | <0.01% | New |
| 49 | Moors & Cabot#49 · 24,858 sh | 24,858 | $1.8M | 0.07% | -4.2% |
| 50 | FIRST ADVISORS#50 · 24,768 sh | 24,768 | $1.8M | <0.01% | +150.3% |
| 51 | MILLENNIUM MANAGEMENT#51 · 24,609 sh | 24,609 | $1.8M | <0.01% | +194.2% |
| 52 | FRANKLIN RESOURCES#52 · 24,343 sh | 24,343 | $1.7M | <0.01% | +2.8% |
| 53 | PRICE T ROWE ASSOCIATES#53 · 22,981 sh | 22,981 | $1.7M | <0.01% | +26.8% |
| 54 | Cambridge Investment Research Advisors#54 · 22,199 sh | 22,199 | $1.6M | <0.01% | +22.1% |
| 55 | FIFTH THIRD BANCORP#55 · 21,876 sh | 21,876 | $1.6M | <0.01% | 0.0% |
| 56 | BARCLAYS PLC#56 · 21,230 sh | 21,230 | $1.5M | <0.01% | +35.0% |
| 57 | RENAISSANCE TECHNOLOGIES#57 · 20,965 sh | 20,965 | $1.5M | <0.01% | New |
| 58 | Rosenthal {-} Henry Capital Advisors#58 · 20,895 sh | 20,895 | $1.5M | 1.31% | New |
| 59 | RHUMBLINE ADVISERS#59 · 20,532 sh | 20,532 | $1.5M | <0.01% | +39.7% |
| 60 | SALZHAUER MICHAEL#60 · 20,219 sh | 20,219 | $1.5M | 0.50% | +249.6% |
| 61 | Quantinno Capital Management#61 · 20,176 sh | 20,176 | $1.4M | <0.01% | +113.8% |
| 62 | Invesco Ltd.#62 · 19,657 sh | 19,657 | $1.4M | <0.01% | +14.3% |
| 63 | MERCER GLOBAL ADVISORS#63 · 18,261 sh | 18,261 | $1.3M | <0.01% | -54.7% |
| 64 | CITIGROUP#64 · 18,186 sh | 18,186 | $1.3M | <0.01% | +81.9% |
| 65 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#65 · 18,017 sh | 18,017 | $1.3M | <0.01% | -1.7% |
| 66 | Quadrature Capital Ltd#66 · 17,974 sh | 17,974 | $1.3M | 0.01% | +139.1% |
| 67 | PRINCIPAL FINANCIAL GROUP#67 · 17,766 sh | 17,766 | $1.3M | <0.01% | +6.6% |
| 68 | Legal & General Group Plc#68 · 16,074 sh | 16,074 | $1.2M | <0.01% | +38.5% |
| 69 | Enhancing Capital#69 · 15,508 sh | 15,508 | $1.1M | — | New |
| 70 | DEUTSCHE BANK AG\#70 · 15,464 sh | 15,464 | $1.1M | <0.01% | +16.4% |
| 71 | Universal- Beteiligungs- und Servicegesellschaft mbH#71 · 15,093 sh | 15,093 | $1.1M | <0.01% | +2.4% |
| 72 | NATIXIS ADVISORS#72 · 14,708 sh | 14,708 | $1.1M | <0.01% | New |
| 73 | RAYMOND JAMES FINANCIAL#73 · 14,665 sh | 14,665 | $1.1M | <0.01% | +18.2% |
| 74 | Wealthspire Advisors#74 · 13,655 sh | 13,655 | $981.2K | <0.01% | +187.1% |
| 75 | BALYASNY ASSET MANAGEMENT L.P.#75 · 13,576 sh | 13,576 | $975.6K | <0.01% | New |
| 76 | Wealth Management Associates#76 · 13,369 sh | 13,369 | $960.7K | 0.27% | New |
| 77 | BROWN ADVISORY#77 · 13,200 sh | 13,200 | $948.6K | <0.01% | New |
| 78 | VANGUARD ASSET MANAGEMENT, Ltd#78 · 13,163 sh | 13,163 | $945.9K | <0.01% | +38.1% |
| 79 | WEALTH ENHANCEMENT ADVISORY SERVICES#79 · 12,434 sh | 12,434 | $874.1K | — | -6.9% |
| 80 | Baird Financial Group#80 · 12,120 sh | 12,120 | $870.9K | <0.01% | -6.0% |
| 81 | DAVENPORT#81 · 11,998 sh | 11,998 | $862.2K | — | +46.2% |
| 82 | MANGROVE PARTNERS IM#82 · 11,034 sh | 11,034 | $792.9K | 0.05% | +198.9% |
| 83 | Select Asset Management#83 · 10,831 sh | 10,831 | $778.0K | 0.22% | New |
| 84 | AMERIPRISE FINANCIAL#84 · 10,732 sh | 10,732 | $771.2K | <0.01% | -1.7% |
| 85 | Quattro Advisors#85 · 10,670 sh | 10,670 | $766.7K | 0.51% | -5.6% |
| 86 | HoldCo Asset Management#86 · 10,480 sh | 10,480 | $753.1K | 0.05% | 0.0% |
| 87 | Rafferty Asset Management#87 · 10,222 sh | 10,222 | $734.6K | <0.01% | +19.5% |
| 88 | OSAIC#88 · 9,974 sh | 9,974 | $716.8K | <0.01% | +156.1% |
| 89 | PHILADELPHIA#89 · 9,858 sh | 9,858 | $708.0K | 0.05% | 0.0% |
| 90 | MetLife Investment Management#90 · 9,489 sh | 9,489 | $681.9K | <0.01% | +23.2% |
| 91 | Pacific Ridge Capital Partners#91 · 9,203 sh | 9,203 | $661.3K | 0.12% | +62.9% |
| 92 | SG Americas Securities#92 · 8,912 sh | 8,912 | $640.0K | <0.01% | +157.3% |
| 93 | VOLORIDGE INVESTMENT MANAGEMENT#93 · 8,711 sh | 8,711 | $626.0K | <0.01% | New |
| 94 | J.W. COLE ADVISORS#94 · 8,483 sh | 8,483 | $609.6K | 0.01% | New |
| 95 | Union Bankshares#95 · 8,467 sh | 8,467 | $608.4K | 0.01% | +14.6% |
| 96 | LPL Financial#96 · 8,362 sh | 8,362 | $600.9K | <0.01% | +27.3% |
| 97 | Summit Trail Advisors#97 · 8,268 sh | 8,268 | $594.1K | <0.01% | New |
| 98 | Modera Wealth Management#98 · 8,200 sh | 8,200 | $589.3K | <0.01% | +13.9% |
| 99 | Schonfeld Strategic Advisors#99 · 8,133 sh | 8,133 | $584.4K | <0.01% | New |
| 100 | ALPS ADVISORS#100 · 8,081 sh | 8,081 | $580.7K | <0.01% | +1.1% |
Funds that sold out of BHRB in Q2 2026 (17)
Held BHRB at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| EVERMAY WEALTH MANAGEMENT185,765 sh | 185,765 | $11.6M |
| JANE STREET GROUP21,378 sh | 21,378 | $1.3M |
| Man Group plc11,636 sh | 11,636 | $724.8K |
| Empower Advisory Group9,239 sh | 9,239 | $575.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP8,490 sh | 8,490 | $528.8K |
| HSBC PLC6,802 sh | 6,802 | $423.0K |
| MIRABELLA FINANCIAL SERVICES LLP6,109 sh | 6,109 | $380.5K |
| Y-Intercept (Hong Kong) Ltd6,013 sh | 6,013 | $374.6K |
| Susquehanna Portfolio Strategies4,680 sh | 4,680 | $291.5K |
| NTV ASSET MANAGEMENT4,496 sh | 4,496 | $280.1K |
| AVENIR4,000 sh | 4,000 | $249.2K |
| MOTCO585 sh | 585 | $36.4K |
| True Link Financial Advisors185 sh | 185 | $11.5K |
| Root Financial Partners19 sh | 19 | $1.2K |
| Rockefeller Capital Management L.P.12 sh | 12 | $747.00 |
| MAI Capital Management4 sh | 4 | $250.00 |
| TWIN PEAKS WEALTH ADVISORS1 sh | 1 | $62.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.